Epic Brokers

As a SkillBridge Account Manager at EPIC Brokers, you will train for a pivotal role, focusing on learning and understanding Property and Casualty or Employee Benefits Insurance policies. This role is designed to help you transition from military service to a civilian career. You’ll gain expertise in business insurance policies, processes, and procedures to support current clients and contribute to expanding our book of business through cross-selling, marketing, and efficient client communication.

ABOUT THE JOB

Responsibilities:Manage Business Insurance Policies:Oversee the full book of Business Insurance policies.Monitor policy renewals and maintain an organized renewal schedule.Track open items and ensure timely resolution.Ensure timely and accurate invoicing and manage monthly expirations.Manage policy endorsements, cancellations, audits, and notices effectively.Collaborate and Support:Work closely with producers and internal teams.Provide support to the sales and service team during renewal marketing.Leverage EPIC resources on written materials for presentations.Research client operations on their websites.Cross-Sell and Enhance Existing Business:Assist with pursuing opportunities to cross-sell Business Insurance policies.Review and analyze current policies for existing clients.Client Relationship Management:Assist in managing existing client relationships.Coordinate and collaborate with account teams to deliver exceptional service.Research and support new business production efforts.Hands-On Experience and Licensing:Complete the Property and Casualty (P&C) or Life and Health license test for your state.Gain practical experience within EPIC Brokers.Use this program as a steppingstone to a rewarding full-time career.

RESPONSIBILITIES

• Manage Business Insurance Policies: Oversee the full book of Business Insurance policies, monitor policy renewals, maintain an organized renewal schedule, track open items for timely resolution, ensure timely and accurate invoicing, and manage monthly expirations, policy endorsements, cancellations, audits, and notices effectively.
• Collaborate and Support: Work closely with producers and internal teams, provide support to the sales and service team during renewal marketing, leverage EPIC resources on written materials for presentations, and research client operations on their websites.
• Cross-Sell and Enhance Existing Business: Assist with pursuing opportunities to cross-sell Business Insurance policies and review and analyze current policies for existing clients.
• Client Relationship Management: Assist in managing existing client relationships and coordinate with account teams to deliver exceptional service, research and support new business production efforts.
• Hands-On Experience and Licensing: Complete the Property and Casualty (P&C) or Life and Health license test for your state and gain practical experience within EPIC Brokers.

QUALIFICATIONS

• Complete the Property and Casualty (P&C) or Life and Health license test for your state.

TARGET MOCS

All MOCs

BENEFITS

• Training for a pivotal role in Property and Casualty or Employee Benefits Insurance.
• Gain expertise in business insurance policies, processes, and procedures.
• Use this program as a steppingstone to a rewarding full-time career.

OTHER

N/A